Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $36.4B
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.3B
AUM Growth
+$2.87B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,557
New
Increased
Reduced
Closed

Top Buys

1
+$92.6M
2
+$57.3M
3
+$44.5M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$40.6M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$30.6M

Top Sells

1
+$50.5M
2
+$41.1M
3
+$28.4M
4
PTLC icon
Pacer Trendpilot US Large Cap ETF
PTLC
+$22.7M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$19.7M

Sector Composition

1 Technology 8.95%
2 Consumer Discretionary 4.49%
3 Healthcare 4.47%
4 Financials 4.27%
5 Communication Services 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$70.8M 0.53%
1,824,927
+49,258
27
$70.7M 0.53%
502,899
+12,692
28
$68.4M 0.51%
561,641
-30,595
29
$67.6M 0.51%
725,920
+121,445
30
$65.9M 0.5%
2,884,685
+47,161
31
$64.2M 0.48%
282,724
+32,356
32
$63.6M 0.48%
897,360
+149,660
33
$63.4M 0.48%
1,600,809
+120,467
34
$61.1M 0.46%
496,751
+85,607
35
$59.1M 0.44%
6,226,200
+593,960
36
$57M 0.43%
510,508
+35,807
37
$55.5M 0.42%
2,184,712
+82,836
38
$55.3M 0.42%
639,049
-474,471
39
$54.9M 0.41%
1,009,678
+6,235
40
$54.2M 0.41%
982,928
+85,009
41
$53.8M 0.4%
4,353,426
+1,021,698
42
$53.4M 0.4%
769,351
+162,310
43
$52.8M 0.4%
746,660
+75,240
44
$52.2M 0.39%
789,659
-247,764
45
$52M 0.39%
207,525
+12,539
46
$51.3M 0.39%
877,757
+249,887
47
$51.1M 0.38%
748,438
+4,888
48
$50.5M 0.38%
453,095
-17,127
49
$50.3M 0.38%
373,623
+5,980
50
$50.2M 0.38%
807,751
-811,603
1
2
3 4 5